Interact to see
Advertisement
Advertisement
MWTRX vs PIOBX
MWTRX vs PIOBX Comparison
Open Charts MWTRX vs PIOBX
MWTRX vs PIOBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWTRX vs. PIOBX commentary
Aug 25, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MWTRX is a Hold and PIOBX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 27.9B vs. PIOBX (5.23B). PIOBX pays higher dividends than MWTRX: PIOBX (4.19) vs MWTRX (3.80). MWTRX was incepted earlier than PIOBX: MWTRX (29 years) vs PIOBX (48 years). PIOBX (0.81) is less costly to investors than MWTRX (0.69). MWTRX is a more actively managed with annual turnover of: 405.00 vs. PIOBX (44.00). PIOBX has a lower initial minimum investment than MWTRX: PIOBX (2500) vs MWTRX (5000). PIOBX annual gain was more profitable for investors over the last year : 2.52 vs. MWTRX (2.29). PIOBX return over 5 years is better than : -3.67 vs. MWTRX (-3.92).
| MWTRX | PIOBX | MWTRX / PIOBX | |
| Total Expense Ratio | 0.68 | 0.81 | 84% |
| Annual Report Gross Expense Ratio | 0.69 | 0.81 | 85% |
| Fund Existence | 29 years | 48 years | - |
| Gain YTD | -0.676 | -0.637 | 106% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9B | 5.23B | 533% |
| Annual Yield % from dividends | 3.80 | 4.19 | 91% |
| Returns for 1 year | 2.29 | 2.52 | 91% |
| Returns for 3 years | 14.73 | 17.05 | 86% |
| Returns for 5 years | -3.92 | -3.67 | 107% |
| Returns for 10 years | 6.15 | 14.90 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers